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Best answer

Pipedrive - Zap to create deal and client from Email, how to also assign the new client to said deal?

  • March 5, 2021
  • 2 replies
  • 102 views

Hi everyone,

We have created a zap that converts an email submission into a Pipedrive deal, creates the contact (with details from the email) and a few other things. I am not sure how I can then get the new contact to automatically assign to the new deal?

 

Any help would be greatly appreciated. Thanks!

Best answer by robschmidt

Hi @GDA,

Here’s how to do that:

  • Trigger: Email Submission, you have this part configured, right?
  • Action 1: Find a person - enable Create new person if not found and map everything that is necessary
  • Action 2: Create a deal - in the person field, go to the custom tab, select the person ID found from the Action 2: Find Person

That’s it, it’ll assign the person to that deal.

    This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

    2 replies

    robschmidt
    Forum|alt.badge.img+9
    • robschmidtZapier Solution Partner
    • Zapier Solution Partner
    • Answer
    • March 5, 2021

    Hi @GDA,

    Here’s how to do that:

    • Trigger: Email Submission, you have this part configured, right?
    • Action 1: Find a person - enable Create new person if not found and map everything that is necessary
    • Action 2: Create a deal - in the person field, go to the custom tab, select the person ID found from the Action 2: Find Person

    That’s it, it’ll assign the person to that deal.

    Outliant.com | Zapier Expert
    AndrewJDavison
    Forum|alt.badge.img+11
    • AndrewJDavisonZapier Solution Partner
    • Zapier Solution Partner
    • May 4, 2021

    @GDA 
    Just checking in to see if you still need help with this? 

    Find out more and hire me: https://zapier.com/partnerdirectory/partner/andrewjdavison (andrew@andrewjdavison.com)
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